Clearstead Advisors
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Clearstead Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Clearstead Advisors’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$610K Buy
+800
New +$608K 0.01% 696
2023
Q4 		– Hold
0
– -$85.5K – 1600
2023
Q3 		– Hold
0
– – – 587
2020
Q2 		– Sell
-9,400
Closed -$2.42M – 833
2020
Q1 		$2.42M Buy
+9,400
New +$2.87M 0.35% 60

Other funds holding SPY

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Clearstead Advisors's SPY Position: Q3 2026 in Review

Clearstead Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.14% in Q3 2026, selling an estimated $219K and leaving 204,812 shares worth $156M. The position accounts for 1.45% of the portfolio, ranked #10.

Clearstead Advisors first reported a position in SPY in Q4 2016 and has held it in 40 quarters since. The position peaked at $164M in Q1 2026. 2,984 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Clearstead Advisors held 204,812 shares of State Street SPDR S&P 500 ETF Trust worth $156M as of Q3 2026.
  • Clearstead Advisors sold 288 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $219K.
  • State Street SPDR S&P 500 ETF Trust made up 1.45% of Clearstead Advisors's portfolio in Q3 2026, its #10 holding.
  • Clearstead Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2016 and has held it in 40 quarters since.
  • Clearstead Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $164M in Q1 2026.
  • 2,984 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.